Purchases and Sales Made in Q4 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
127KNew |
$8.38M - $9.61M
|
127K
$9.87M
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
123KNew |
$8.08M - $9.26M
|
123K
$9.51M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
120KNew |
$7.93M - $9.09M
|
120K
$9.34M
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
115KNew |
$7.56M - $8.66M
|
115K
$8.9M
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
109K+ 2240.46% |
$7.21M - $8.26M
|
114K
$8.86M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
106KNew |
$6.97M - $7.99M
|
106K
$8.2M
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
103KNew |
$6.77M - $7.76M
|
103K
$7.97M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
102KNew |
$6.74M - $7.72M
|
102K
$7.93M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
102KNew |
$6.74M - $7.72M
|
102K
$7.93M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
101K+ 74.15% |
$6.67M - $7.64M
|
238K
$18.4M
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
99.7K+ 55.09% |
$6.56M - $7.52M
|
281K
$21.7M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
98.5K+ 16.45% |
$6.49M - $7.43M
|
697K
$54M
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
97.7K+ 190.52% |
$6.43M - $7.37M
|
149K
$11.5M
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
95.5K+ 1583.27% |
$6.29M - $7.21M
|
102K
$7.87M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
94.4K+ 1.26% |
$6.21M - $7.12M
|
7.56M
$586M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92K+ 134.16% |
$6.05M - $6.94M
|
161K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
91.4KNew |
$6.02M - $6.9M
|
91.4K
$7.08M
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
82KNew |
$5.4M - $6.19M
|
82K
$6.36M
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
81.4K+ 33.96% |
$5.36M - $6.15M
|
321K
$24.9M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80.8K+ 151.56% |
$5.32M - $6.1M
|
134K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
80.7KNew |
$5.32M - $6.09M
|
80.7K
$6.26M
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
80.6KNew |
$5.31M - $6.08M
|
80.6K
$6.25M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
78.2K+ 64.63% |
$5.15M - $5.9M
|
199K
$15.4M
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
75.1K+ 323.01% |
$4.94M - $5.67M
|
98.4K
$7.62M
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
74.1KNew |
$4.88M - $5.59M
|
74.1K
$5.74M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
72.1K+ 65.17% |
$4.75M - $5.44M
|
183K
$14.2M
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
71.2K+ 222.88% |
$4.69M - $5.38M
|
103K
$8M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
69.7K+ 61.49% |
$4.59M - $5.26M
|
183K
$14.2M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.9K+ 3.95% |
$4.54M - $5.2M
|
1.82M
$141M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64.8K+ 12.63% |
$4.26M - $4.89M
|
577K
$44.8M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
63.9K+ 53.74% |
$4.2M - $4.82M
|
183K
$14.2M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.7KNew |
$4.2M - $4.81M
|
63.7K
$4.94M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
62.8K+ 78.03% |
$4.14M - $4.74M
|
143K
$11.1M
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
60.8K+ 72.84% |
$4M - $4.59M
|
144K
$11.2M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
60.5KNew |
$3.98M - $4.57M
|
60.5K
$4.69M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
59.3K+ 114.53% |
$3.9M - $4.48M
|
111K
$8.61M
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
58.7K+ 19.3% |
$3.87M - $4.43M
|
363K
$28.1M
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
58.2K+ 19.21% |
$3.83M - $4.4M
|
361K
$28M
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
58.1K+ 16.28% |
$3.83M - $4.39M
|
415K
$32.2M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
55.3KNew |
$3.64M - $4.18M
|
55.3K
$4.29M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55.3K+ 44.72% |
$3.64M - $4.17M
|
179K
$13.9M
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
53.8KNew |
$3.54M - $4.06M
|
53.8K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
53.1K+ 1.99% |
$3.5M - $4.01M
|
2.72M
$211M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
52.8K+ 16.13% |
$3.48M - $3.98M
|
380K
$29.5M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
52K+ 6.28% |
$3.43M - $3.93M
|
881K
$68.3M
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
51.8KNew |
$3.41M - $3.91M
|
51.8K
$4.01M
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
51.4K+ 83.23% |
$3.38M - $3.88M
|
113K
$8.77M
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
49.9KNew |
$3.29M - $3.77M
|
49.9K
$3.87M
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
49.7K+ 367.58% |
$3.27M - $3.75M
|
63.2K
$4.9M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
49.1K+ 226.02% |
$3.23M - $3.71M
|
70.8K
$5.49M
|